LOWERY THOMAS, LLC
PEBBLE BEACH CA · SEC CIK 0001919701
$1.75亿2026Q1 申报市值
55持仓数
57.0%前十大占比 · 第一大 12.2%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOG 加仓+$150.90万
SCHG 加仓+$63.61万
VUSB 加仓+$50.38万
SCHO 加仓+$38.51万
SCHZ 加仓+$32.77万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$32.97万
KLAC 减仓-$29.45万
PLTR 清仓-$23.29万
VOO 减仓-$23.07万
SPYG 减仓-$5.33万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,132.86万 | 12.20% | 732,765 | 21,853 | 3.1% | $63.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,642.72万 | 9.39% | 27,491 | -386 | -1.4% | -$23.07万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,053.71万 | 6.03% | 44,397 | 287 | 0.7% | $6.81万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,046.90万 | 5.99% | 375,907 | 8,937 | 2.4% | $24.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $835.25万 | 4.78% | 12,843 | -507 | -3.8% | -$32.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $743.15万 | 4.25% | 12,876 | -34 | -0.3% | -$1.96万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $697.76万 | 3.99% | 228,772 | 6,883 | 3.1% | $20.99万 | 加仓 |
| SMH | VANECK ETF TRUST | $694.58万 | 3.97% | 18,144 | 141 | 0.8% | $5.40万 | 加仓 |
| IWF | ISHARES TR | $593.29万 | 3.39% | 13,914 | -15 | -0.1% | -$6,396 | 减仓 |
| IWB | ISHARES TR | $527.87万 | 3.02% | 14,805 | -118 | -0.8% | -$4.21万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $488.92万 | 2.80% | 66,393 | 3,842 | 6.1% | $28.29万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $448.78万 | 2.57% | 79,179 | 2,527 | 3.3% | $14.32万 | 加仓 |
| IWO | ISHARES TR | $427.00万 | 2.44% | 13,607 | -146 | -1.1% | -$4.58万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $426.28万 | 2.44% | 85,623 | 10,120 | 13.4% | $50.38万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $387.03万 | 2.21% | 166,682 | 14,114 | 9.3% | $32.77万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $384.42万 | 2.20% | 26,508 | 819 | 3.2% | $11.88万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $377.58万 | 2.16% | 75,440 | 989 | 1.3% | $4.95万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $369.89万 | 2.12% | 152,404 | 15,866 | 11.6% | $38.51万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $309.34万 | 1.77% | 24,854 | 320 | 1.3% | $3.98万 | 加仓 |
| GOOG | ALPHABET INC | $278.21万 | 1.59% | 9,703 | 5,263 | 118.5% | $150.90万 | 加仓 |
| IWP | ISHARES TR | $274.87万 | 1.57% | 21,454 | -72 | -0.3% | -$9,225 | 减仓 |
| SPYG | SPDR SERIES TRUST | $274.01万 | 1.57% | 27,986 | -544 | -1.9% | -$5.33万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $270.19万 | 1.55% | 5,833 | -22 | -0.4% | -$1.02万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $260.18万 | 1.49% | 101,652 | 4,093 | 4.2% | $10.48万 | 加仓 |
| AAPL | APPLE INC | $195.08万 | 1.12% | 7,689 | 1 | 0.0% | $254 | 加仓 |
| VOT | VANGUARD INDEX FDS | $190.40万 | 1.09% | 7,399 | 95 | 1.3% | $2.44万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $156.58万 | 0.90% | 25,984 | 314 | 1.2% | $1.89万 | 加仓 |
| SHV | ISHARES TR | $128.73万 | 0.74% | 11,661 | 1,271 | 12.2% | $14.03万 | 加仓 |
| IWN | ISHARES TR | $127.86万 | 0.73% | 6,744 | -83 | -1.2% | -$1.57万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $125.17万 | 0.72% | 16,466 | 301 | 1.9% | $2.29万 | 加仓 |
| SHY | ISHARES TR | $124.78万 | 0.71% | 15,111 | 1,856 | 14.0% | $15.33万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $124.67万 | 0.71% | 6,118 | 28 | 0.5% | $5,706 | 加仓 |
| NVDA | NVIDIA CORPORATION | $119.17万 | 0.68% | 6,891 | 100 | 1.5% | $1.73万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $114.42万 | 0.65% | 8,610 | 275 | 3.3% | $3.65万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $106.24万 | 0.61% | 34,314 | 284 | 0.8% | $8,793 | 加仓 |
| IWM | ISHARES TR | $98.81万 | 0.57% | 3,984 | -13 | -0.3% | -$3,224 | 减仓 |
| SPYV | SPDR SERIES TRUST | $92.09万 | 0.53% | 16,276 | -338 | -2.0% | -$1.91万 | 减仓 |
| KLAC | KLA CORP | $89.67万 | 0.51% | 609 | -200 | -24.7% | -$29.45万 | 减仓 |
| AMZN | AMAZON COM INC | $84.14万 | 0.48% | 4,040 | -20 | -0.5% | -$4,165 | 减仓 |
| IWD | ISHARES TR | $82.03万 | 0.47% | 3,839 | 15 | 0.4% | $3,205 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $67.89万 | 0.39% | 23,347 | 1,830 | 8.5% | $5.32万 | 加仓 |
| AIQ | GLOBAL X FDS | $63.55万 | 0.36% | 13,617 | 112 | 0.8% | $5,227 | 加仓 |
| QLD | PROSHARES TR | $48.95万 | 0.28% | 8,037 | 162 | 2.1% | $9,867 | 加仓 |
| MSFT | MICROSOFT CORP | $46.29万 | 0.26% | 1,250 | 1 | 0.1% | $370 | 加仓 |
| TSLA | TESLA INC | $44.13万 | 0.25% | 1,187 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $43.49万 | 0.25% | 760 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $40.73万 | 0.23% | 1,239 | -99 | -7.4% | -$3.25万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $35.49万 | 0.20% | 1,926 | 11 | 0.6% | $2,027 | 加仓 |
| SLYG | SPDR SERIES TRUST | $34.67万 | 0.20% | 3,589 | 7 | 0.2% | $676 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $32.18万 | 0.18% | 10,488 | 1,036 | 11.0% | $3.18万 | 加仓 |
| GOOGL | ALPHABET INC | $31.59万 | 0.18% | 1,099 | 1,099 | — | $31.59万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $26.18万 | 0.15% | 912 | -47 | -4.9% | -$1.35万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $25.94万 | 0.15% | 421 | 2 | 0.5% | $1,233 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $21.33万 | 0.12% | 1,856 | 7 | 0.4% | $804 | 加仓 |
| COWZ | PACER FDS TR | $20.23万 | 0.12% | 3,234 | 3,234 | — | $20.23万 | 新建仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,310 | -100.0% | -$23.29万 | 清仓 |